Meta's stock has rallied sharply in September on the viral success of its Muse personal AI agent, which topped app charts and drove analyst price target upgrades, though shares pulled back to around $716 after the late-month launch of an enterprise platform and some profit-taking. The Connect 2026 event highlighted integrations with new AI glasses and hardware, reinforcing Meta's push to monetize large language models beyond advertising. Traders are watching Q3 results, expected near month-end, for revenue growth signals and AI spending updates, alongside any shifts in competitive positioning or regulatory developments that could sway the end-of-October close.